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📊 Investor Blog: 9M FY26 & Q3 FY26 Performance
Comprehensive Market Coverage & Corporate Performance Insights
🔍 Research by Kinjal Bhatt
🌍 Total Market Cap
₹45,995,268 Cr
📌 Market Cap Covered
₹20,833,813 Cr
🏢 Companies Covered
331 Companies
(Nifty AllCap Universe)
🟢 45% of Market Cap Covered | 🟡 33% of Companies Covered
📈 Growth Snapshot
🔹 Sales Momentum: Accelerating with Q3 delivering double-digit growth
🔹 Profitability: Stable at 12%, resilient despite policy changes
🔍 Key Drivers of Growth
🛍️ Retail & Discretionary Consumption
Festive demand lifted garments, apparel, and catalogue retail.
🚗 Automobiles (2W/3W)
Rural recovery, festive buying, and EV launches boosted volumes.
🏥 Healthcare Services
Higher patient volumes, preventive health packages, insurance-linked services.
🌐 Internet & Catalogue Retail
Festive campaigns, logistics improvements, Tier-2/3 city adoption.
👕 Garments & Apparels
Seasonal demand, export orders, and brand collaborations.
⚖️ Labour Code Impact (Nov 2025)
🔴 Short-term Pressure: Compliance costs and wage restructuring added incremental expenses.
🟢 Long-term Benefit: Standardized labour practices improve productivity, reduce disputes, and enhance workforce stability.
💡 Investor Takeaway: Short-term cost, long-term sustainable profit growth from FY27 onward.
🟢 Investor-Friendly Signals
- 📈 Sales Growth Accelerating
- 💰 Profits Stable Despite Policy Changes
- ⚖️ Labour Code = Short-term cost, Long-term gain
- 🌍 Broad Coverage across Nifty AllCap (331 companies)
- 🔮 Positive Outlook: Strong demand + structural reforms
🚀 Strategic Outlook
Expect continued momentum in Q4 FY26 driven by consumption and services.
Labour reforms will gradually enhance profitability metrics.
Diversified Nifty AllCap coverage supports balanced portfolio positioning.
✅ Conclusion for Investors
The 9M FY26 results highlight resilient profit growth of 12% and accelerating sales momentum with 13% growth in Q3. With broad coverage across 331 companies and structural reforms like the Labour Code, Indian corporates remain well-positioned for sustainable long-term growth.
📌 Research & Analysis by Kinjal Bhatt | For Educational & Investor Awareness Purposes
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i want model portfolio and company weightage.
it is already provided in Quarterly Results segment